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Westview Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Westview Investment Advisors’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7M Sell
99,971
-641
-0.6% -$75.5K 5.75% 2
2026
Q1 		$11.9M Sell
100,612
-4,237
-4% -$505K 6.21% 2
2025
Q4 		$12.5M Buy
+104,849
New +$12.5M 5.96% 2

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westview Investment Advisors's IEI Position: Q2 2026 in Review

Westview Investment Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.64% in Q2 2026, selling an estimated $75.5K and leaving 99,971 shares worth $11.7M. The position accounts for 5.75% of the portfolio, ranked #2.

Westview Investment Advisors first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.5M in Q4 2025. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Westview Investment Advisors held 99,971 shares of iShares 3-7 Year Treasury Bond ETF worth $11.7M as of Q2 2026.
  • Westview Investment Advisors sold 641 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $75.5K.
  • iShares 3-7 Year Treasury Bond ETF made up 5.75% of Westview Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Westview Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Westview Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $12.5M in Q4 2025.
  • 818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Westview Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.